ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

MONTAG A & ASSOCIATES INC's Holding History (CIK: 0000829407)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,000 Value ($000) $154 Avg Close — Range —
Q3 2025
Shares 1,000 Value ($000) $148 Avg Close — Range —
Q2 2025
Shares 1,000 Value ($000) $140 Avg Close — Range —
Q1 2025
Shares 1,000 Value ($000) $135 Avg Close — Range —
Q4 2024
Shares 1,000 Value ($000) $130 Avg Close — Range —
Q3 2024
Shares 1,000 Value ($000) $150 Avg Close — Range —
Q2 2024
Shares 1,000 Value ($000) $140 Avg Close — Range —
Q1 2024
Shares 1,000 Value ($000) $148 Avg Close — Range —
Q4 2023
Shares 1,000 Value ($000) $138 Avg Close — Range —
Q3 2023
Shares 1,000 Value ($000) $127 Avg Close — Range —
Q2 2023
Shares 1,000 Value ($000) $133 Avg Close — Range —
Q1 2023
Shares 1,000 Value ($000) $133 Avg Close — Range —
Q4 2022
Shares 1,000 Value ($000) $125 Avg Close — Range —
Q3 2022
Shares 1,000 Value ($000) $108 Avg Close — Range —